Weiss Financial Group - Mahopac (NY)

Ashley Edwards Jay is very helpful and knowledgeable about finances. My husband and I came in with a plan and perspective for something we were interested in pursuing and Jay gave us a new outlook and a better approach. We left feeling like we can accomplish our goals.

Watson Bodie Micheal is a topnotch man. He is trustworthy and he always makes time to help me manage my portfolio. I would highly recommend him to anyone looking to invest.

Don Durkin This bank has been very helpful with any questions I have

Carly Katz-Hackman Have really had an amazing experience so far in my almost two years with BKFi. They are 1. Awesome humans, and 2. Really understand where my family wants to go with our finances and has done so much to help us get there. My pet peeve is leaving money on the table, and they ensure that its all in my pocket and the table is wiped clean. And we have fun while were at it! Nothing but great things to say!